Loretta L. Email & Phone Number

New York, New York, United States

New York, New York, United States

New York, New York, United States

New York, New York, United States

Greater New York City Area

• Managed the research, evaluation, planning, and execution of corporate events, seminars, conferences, trade shows, and networking events. Accountable for the entire project life cycle from initial conception, strategy.
• Oversaw publication of two quarterly, one annual, and special edition newsletters from creation, using InDesign, to distribution to several thousand recipients under multiple concurrent deadlines.
• Assisted in the development, writing, and communication of marketing plans and was responsible for the timely implementation of outlined strategies. Supported business development initiatives of financial advisers.
• Created brand specific marketing communications, collaterals, menus, programs, invitations and PowerPoint presentations in adherence with strict style guidelines.
• Managed all phases of direct mail projects and e-mail marketing campaigns.
• Coordinated meetings with various advisory boards to assess business directives.

Greater New York City Area

• Increased productivity by streamlining processes; helped resolve day-to-day administrative and operational problems.
• Created a map and detailed inventory of all files that reduced time spent retrieving files and training new users.
• Corresponded with the IRS and various tax agencies to help resolve tax-related disputes; helped clients save time and avoid hefty penalties.
• Worked directly with accountants in the preparation of client financial statements from draft to distribution.
• Facilitated proactive communication between partners and clients to encourage long-term relationships.
• Performed general accounting functions: handled A/P and A/R for the firm, monthly bookkeeping including bank reconciliations and filing of quarterly payroll and sales tax for clients, creation of excel spreadsheets for.